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Focus Partners Advisor Solutions’s National Bank Holdings NBHC Stock Holding History

Focus Partners Advisor Solutions’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-109,060
Closed -$4.27M – 1363
2026
Q1 		$4.27M Buy
109,060
+211
+0.2% +$8.46K 0.04% 192
2025
Q4 		$4.14M Buy
+108,849
New +$4.1M 0.05% 178
2025
Q3 		– Sell
-106,922
Closed -$4.02M – 1239
2025
Q2 		$4.02M Sell
106,922
-182
-0.2% -$6.63K 0.05% 166
2025
Q1 		$4.1M Buy
107,104
+288
+0.3% +$12K 0.06% 156
2024
Q4 		$4.6M Buy
106,816
+15
+0% +$679 0.08% 132
2024
Q3 		$4.5M Buy
+106,801
New +$4.44M 0.09% 106

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Focus Partners Advisor Solutions's NBHC Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of National Bank Holdings (NBHC) in Q2 2026, closing a stake of 109,060 shares — an estimated $4.27M sold.

Focus Partners Advisor Solutions first reported a position in NBHC in Q3 2024 and held it in 6 quarters. The position peaked at $4.6M in Q4 2024. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining National Bank Holdings position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 109,060 National Bank Holdings shares in Q2 2026, an estimated $4.27M.
  • Focus Partners Advisor Solutions first reported a position in National Bank Holdings in Q3 2024 and held it in 6 quarters.
  • Focus Partners Advisor Solutions's National Bank Holdings position peaked at $4.6M in Q4 2024.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.